Plan Ledger DOL Form 5500 · updated monthly

Slocum Orthopedics, P.C.401(k)

SLOCUM ORTHOPEDICS, P.C. 401(K) PROFIT SHARING PLAN · EUGENE, OR · plan year 2024

Reported admin expense ratio · 2024
0.19%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Slocum Orthopedics, P.C. reported $133,450 in plan administrative expenses for 2024: 0.19% of average plan assets, above the peer median. Employer contributions averaged $8,402 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.189%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 128th-largest of 1,021 plans among Oregon employers on file, and the 1,389th of 11,911 in health care & social assistance. In 2024, the employer put in $1.27 for every $1.00 employees contributed themselves; active participation has grown from 276 to 311 since 2022.

Plan summary
Net assets, end of year$73,570,854
Participants with balances457
Active participants311
Employer contributions$2,613,078
Employee contributions$2,054,418
Employer contribution per active participant$8,402
Average account balance$160,987
Benefits paid to participants$5,167,140
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$73.6M · 457 accts · $2.6M emplr
2023$67.5M · 440 accts · $2.5M emplr
2022$58.9M · 410 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,379
Investment management$45,245
Total administrative$133,450
The Slocum Orthopedics, P.C. 401(k) match · 2024
Employer contribution per active participant$8,402
Median for plans this size$3,635
2024$8,402 per active participant
2023$8,696 per active participant
2022$8,577 per active participant

Slocum Orthopedics, P.C.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20246
NORTHWEST PLAN SERVICES · Recordkeeping · Contract administrator$31,653
PRIME PENSIONS NORTHWEST, LLC · Other services$34,756
ZUNA LLC · Investment advisory (plan)$30,708
CHARLES SCHWAB TRUST BANK · Custodial (securities)$20,725
R.V. KUHNS & ASSOCIATES, INC. · Valuation · Investment advisory (plan)$14,536

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024NWPS
2023NWPS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$133,450 · 0.19%
2023$117,019 · 0.19%
2022$121,113 · 0.19%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Ochin, Inc. OR$90.3M · 0.14%
The Portland Clinic LLP OR$83.6M · 0.18%
Marquis Companies I, Inc. OR$76.6M · 0.41%
Bend Memorial Clinic, P.C. OR$61.9M · 0.01%
Women's Care, P.C. OR$59.3M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930603212 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.